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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,201 | $160,028-26.8% | $147,080-20.3% | $145,884-19.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $15,000 | $5,286+183.8% | $4,933+204.1% | $4,662+221.7% |
| Participant deferral / active EE | $15,000 | $8,422+78.1% | $8,066+86.0% | $6,690+124.2% |
| Admin fee / account holder | $50 | $15,030-99.7% | $12,989-99.6% | $13,392-99.6% |